Cambridge Investment Research Advisors’s Universal Corp UVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $882K | Sell |
15,138
-17
| -0.1% | -$990 | ﹤0.01% | 2056 |
|
|
2025
Q1 | $849K | Buy |
15,155
+1,196
| +9% | +$67K | ﹤0.01% | 1993 |
|
|
2024
Q4 | $765K | Buy |
13,959
+1,932
| +16% | +$106K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $639K | Sell |
12,027
-786
| -6% | -$41.8K | ﹤0.01% | 2219 |
|
|
2024
Q2 | $617K | Buy |
12,813
+913
| +8% | +$44K | ﹤0.01% | 2123 |
|
|
2024
Q1 | $615K | Buy |
11,900
+101
| +0.9% | +$5.22K | ﹤0.01% | 2094 |
|
|
2023
Q4 | $794K | Sell |
11,799
-257
| -2% | -$17.3K | ﹤0.01% | 1811 |
|
|
2023
Q3 | $569K | Sell |
12,056
-13
| -0.1% | -$614 | ﹤0.01% | 1981 |
|
|
2023
Q2 | $603K | Buy |
12,069
+78
| +0.7% | +$3.9K | ﹤0.01% | 1986 |
|
|
2023
Q1 | $634K | Sell |
11,991
-568
| -5% | -$30K | ﹤0.01% | 1926 |
|
|
2022
Q4 | $663K | Buy |
12,559
+1,338
| +12% | +$70.6K | ﹤0.01% | 1807 |
|
|
2022
Q3 | $517K | Buy |
11,221
+36
| +0.3% | +$1.66K | ﹤0.01% | 1907 |
|
|
2022
Q2 | $677K | Buy |
11,185
+228
| +2% | +$13.8K | ﹤0.01% | 1733 |
|
|
2022
Q1 | $636K | Sell |
10,957
-122
| -1% | -$7.08K | ﹤0.01% | 1915 |
|
|
2021
Q4 | $608K | Sell |
11,079
-646
| -6% | -$35.5K | ﹤0.01% | 1952 |
|
|
2021
Q3 | $567K | Sell |
11,725
-1,041
| -8% | -$50.3K | ﹤0.01% | 1951 |
|
|
2021
Q2 | $727K | Sell |
12,766
-7
| -0.1% | -$399 | ﹤0.01% | 1776 |
|
|
2021
Q1 | $753K | Buy |
12,773
+563
| +5% | +$33.2K | ﹤0.01% | 1621 |
|
|
2020
Q4 | $594K | Sell |
12,210
-2,935
| -19% | -$143K | ﹤0.01% | 1662 |
|
|
2020
Q3 | $634K | Buy |
15,145
+2,873
| +23% | +$120K | ﹤0.01% | 1449 |
|
|
2020
Q2 | $522K | Buy |
12,272
+126
| +1% | +$5.36K | ﹤0.01% | 1527 |
|
|
2020
Q1 | $537K | Buy |
12,146
+1,737
| +17% | +$76.8K | 0.01% | 1320 |
|
|
2019
Q4 | $594K | Buy |
10,409
+1,389
| +15% | +$79.3K | ﹤0.01% | 1469 |
|
|
2019
Q3 | $494K | Buy |
9,020
+2,527
| +39% | +$138K | ﹤0.01% | 1500 |
|
|
2019
Q2 | $395K | Sell |
6,493
-51,055
| -89% | -$3.11M | ﹤0.01% | 1588 |
|
|
2019
Q1 | $3.32M | Buy |
57,548
+53,336
| +1,266% | +$3.07M | 0.03% | 519 |
|
|
2018
Q4 | $228K | Buy |
+4,212
| New | +$228K | ﹤0.01% | 1839 |
|
|
2017
Q2 | – | Sell |
-2,949
| Closed | -$209K | – | 1985 |
|
|
2017
Q1 | $209K | Buy |
+2,949
| New | +$209K | ﹤0.01% | 1590 |
|